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Freedom Investment Management’s Atmos Energy ATO Stock Holding History

Freedom Investment Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,884
Closed -$599K – 188
2025
Q2 		$599K Sell
3,884
-498
-11% -$77.4K 0.05% 388
2025
Q1 		$677K Sell
4,382
-569
-11% -$83K 0.06% 343
2024
Q4 		$689K Sell
4,951
-348
-7% -$49.5K 0.06% 326
2024
Q3 		$735K Sell
5,299
-432
-8% -$55.5K 0.06% 323
2024
Q2 		$668K Sell
5,731
-1,392
-20% -$162K 0.05% 332
2024
Q1 		$847K Buy
7,123
+1,595
+29% +$183K 0.07% 292
2023
Q4 		$641K Buy
5,528
+499
+10% +$55.8K 0.05% 371
2023
Q3 		$533K Sell
5,029
-73
-1% -$8.52K 0.07% 347
2023
Q2 		$594K Sell
5,102
-320
-6% -$37K 0.07% 353
2023
Q1 		$609K Sell
5,422
-1,191
-18% -$135K 0.07% 347
2022
Q4 		$741K Sell
6,613
-414
-6% -$45.5K 0.08% 309
2022
Q3 		$716K Sell
7,027
-112
-2% -$12.8K 0.08% 315
2022
Q2 		$800K Sell
7,139
-1,392
-16% -$159K 0.09% 306
2022
Q1 		$1.02M Buy
8,531
+42
+0.5% +$4.59K 0.09% 285
2021
Q4 		$889K Buy
+8,489
New +$805K 0.07% 382
2020
Q3 		– Sell
-2,217
Closed -$221K – 557
2020
Q2 		$221K Sell
2,217
-171
-7% -$17.2K 0.02% 488
2020
Q1 		$281K Buy
2,388
+123
+5% +$13.5K 0.02% 525
2019
Q4 		$253K Sell
2,265
-127
-5% -$13.9K 0.02% 549
2019
Q3 		$272K Sell
2,392
-743
-24% -$81.2K 0.02% 545
2019
Q2 		$331K Sell
3,135
-15
-0.5% -$1.54K 0.03% 494
2019
Q1 		$324K Sell
3,150
-1,034
-25% -$101K 0.03% 492
2018
Q4 		$388K Sell
4,184
-772
-16% -$73.8K 0.03% 485
2018
Q3 		$458K Buy
4,956
+530
+12% +$48.9K 0.03% 551
2018
Q2 		$399K Buy
+4,426
New +$383K 0.02% 652
2016
Q1 		– Sell
-3,653
Closed -$230K – 829
2015
Q4 		$230K Buy
+3,653
New +$225K 0.02% 643

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Freedom Investment Management's ATO Position: Q3 2025 in Review

Freedom Investment Management sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 3,884 shares — an estimated $599K sold.

Freedom Investment Management first reported a position in ATO in Q4 2015 and held it in 25 quarters. The position peaked at $1.02M in Q1 2022. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Freedom Investment Management reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,884 Atmos Energy shares in Q3 2025, an estimated $599K.
  • Freedom Investment Management first reported a position in Atmos Energy in Q4 2015 and held it in 25 quarters.
  • Freedom Investment Management's Atmos Energy position peaked at $1.02M in Q1 2022.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.